Find out your risk score with our Riskalyze tool! She works hard behind the scenes to tailor your financial plan specifically for you! For the past 10+ years, I have been a Wealth Manager, Philanthropist, Author, Speaker, and Radio Show Host. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. 556 556 277 277 583 583 583 556 endobj Email this Business. Not only was his speak on what he does for people very well articulated the food was awesome too! /Widths [ Thank you for signing up, fellow book lover! Andrew enjoys working exclusively with families who are five years from retirement or already retired. Can you tell us what lesson or takeaway you learned from that? All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for. contact us Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. Future US, Inc. Full 7th Floor, 130 West 42nd Street, 333 1000 556 333 943 0 500 666 2016 Wealthminder, Inc. All rights reserved. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. The goal of the firm is to help families Sleep Well at Night and that is what SWAN Capital stands for. SWAN Capital is an Independent Financial Advisory firm that specializes in the needs of retirees. Everyone that is interested in improvement can benefit from a financial advisor, regardless of wealth. Lucas enjoys traveling and discovering new cultures. I encourage my clients to give a large percentage of their net worth away because money very rarely fixes any family members problem anyway. 556 556 556 556 556 556 889 556 They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. Can you give an example? Thank you for signing up, fellow book lover! Can you give an example or story for each? The truth is, you can. Andrew McNair's email address a*****@swan-capital.com +1850968.. | Show email & phone number >>> Rocketreach finds email, phone & social media for 450M+ professionals. Phone: 850.380.9558, DAPHNE OFFICE In his career, Andrew is driven to help those most in need of financial planning and assistance. 333 1000 666 333 1000 0 610 0 its likely that they are either exclusively a broker or are unlicensed - please Data feeds used for advisors pages may be delayed; please also refer to We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. He is always able to answer my questions. Many advisors say its impossible to take 8 weeks off or more. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. 333 556 610 556 610 556 333 610 Andrew developed an early passion for finance after reading the book "Rich Dad Poor Dad." At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school. . 0 222 222 333 333 350 556 1000 All media appearances are paid placements. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Olivia oversees case design. >> 556 0 277 556 500 1000 556 556 Visit Website. 556 556 556 556 556 556 556 556 on WBHY, 840 AM, 103.3 FM and 103.5 FM, in Mobile. I am delighted to be working with Swan Capital. SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. 9 0 obj Total Wealth Management The Importance of Estate Planning, Including Will and Living Trusts. This business is in an industry that may require professional licensing, bonding or registration. He started in the financial industry when he was just 14 years old. ] So, how much is Andrew McNair worth at the age of 42 years old? In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Andrew McNair or SWAN Capital is stated or implied. If a financial advisor is interested in your business, they will submit a proposal to you. As a financial adviser, I have had so many clients say they just can't afford to take 10 percent out of their income. Learn more about Birdeye. Our world is filled with myths about money and retirement planning that are confining people to their utmost financial potential. Andrew McNair of SWAN Capital: 5 Things To Look For When Hiring a Financial Planner or Financial Adviser | by Tyler Gallagher | Authority Magazine | Medium Write Sign up Sign In 500. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. This field is for validation purposes and should be left unchanged. He offers a free "Discovery Meeting" in which he will look at your financial situation, make recommendations and determine if his services are of value to you at that time or at a later date. Andrew McNair CEO/Founder at SWAN Capital Pensacola, FL. Create tax-free cash flow. We help our clients design a plan for a secure future through education and quality strategies. That's a good feeling knowing that my retirement plan is pretty solid and my financial advisor isn't after my money. And I've BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 666 666 666 666 277 277 277 277 Can you share a story about that? /StemV 0 SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Plus, receive recommendations and exclusive offers on all of your favorite books and authors from Simon & Schuster. Lets now move to the core focus of our interview. /Type /FontDescriptor Identify the 3 most important steps to take NOW before the next bear market hits. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach. 556 556 556 556 277 277 277 277 Annuities are not FDIC insured. What three pieces of advice would you give to your colleagues in the finance field to thrive and avoid burnout? prescreened financial advisors. Andrew and his staff exhibit an attitude of their there to help me and my wife achieve our goals concerning our retirement plans. $6.99 Buy Now $6.99 FREE Click Here For A Free Copy Andrew is also very knowledgeable about financial issues. Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 In-depth Interviews with Authorities in Business, Pop Culture, Wellness, Social Impact, and Tech. McNair graduated from the University of West Florida with a degree in finance. It takes no faith to leave your money behind when you are gone. Identify the 3 most important steps to take NOW before the next bear market hits. Topics include retirement planning, probate preparation, long-term care options and other financial concerns retirees face. He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on a fully integrated retirement plan, which should include income, tax, health care and estate plans. Andrew McNair, an Investment Adviser Representative and insurance professional, is the president of SWAN Capital (www.swan-capital.com), an independent financial services firm. /Name /F1 International Association of Better Business Bureaus. /Name /F3 Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Find Andrew's email address, mobile number, work history, and more. >> PENSACOLA OFFICE /StemV 0 or ability to advise their clients. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 View Andrew McNair's profile on LinkedIn, the world's largest professional community. Dominate search results. Andrew McNair Wiki: Salary, Married, Wedding, Spouse, Family Andrew McNair is best known for being the custodian who served the Continental Congress. 333 1000 666 333 1000 0 610 0 Latest articles by Andrew McNair, Investment Adviser. They are fiduciary! document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); At SWAN Capital, we make the process of transitioning into retirement seamless, so you can fully enjoy your golden years. Andrew McNair | Official Publisher Page | Simon & Schuster Andrew McNair Books by Andrew McNair . Who do you specialize in working with? on WCOA-AM, 1370 Pensacola. endobj We have estimated Andrew McNair's net worth, money, salary, income, and assets. They spend most of their weekends boating with family, at soccer games, or trying new restaurants. The point in my career in which I started to see success was when I started to practice what I preached. 666 666 610 333 277 333 583 556 Saturday 520 742 520 520 520 354 279 354 It depends on how well you've planned. Olivia is from California but has made Florida her new home with her two cats. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall. When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. Investment Adviser Representative and Insurance Professional Andrew McNair is the President of SWAN Capital, an independent financial services firm in Pensacola. 333 736 370 556 583 0 736 552 /Type /Pages . When you purchase through links on our site, we may earn an affiliate commission. It was a priceless lesson to never act like you have the answers unless you really do. 489 571 353 576 576 500 556 556 When hes not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. 107 W. Gregory Street, Pensacola, FL 32502 Dallas-Fort Worth Metroplex. 7 0 obj . This was very inspirational. Owning the investments I recommend to clients is key. I marked my calendar. We help our clients design a plan for a secure future through education and quality strategies. Pensacola, Florida. Knowing your risk score can help you make appropriate investment choices. He also is host of the radio show What Your Money Would Say on WCOA 1370 AM. Other versions of this page are available with specific content for the following regions: Kiplinger is part of Future plc, an international media group and leading digital publisher. What Your Money Would Say Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. He has discussed retirement issues with hundreds of people and helped many improve their retirement plan. /Widths [ Grow your business. How much of your retirement savings can you afford to lose? We host seminars in the community to connect with others and share the importance of preparing for your financial future. African American Asian American Audiobooks Book Club Biography & Autobiography Business & Personal Finance Children Christian Cooking Is there a takeaway or lesson that others can learn from that? Any references to protection benefits or steady, secure, safe, and reliable income streams on this website refer only to fixed insurance products. At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. They could see right through my bogus conjecture and called me out on it. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. 107 W Gregory St, Pensacola, FL 32502 United States. << Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Andrew McNair and co-host Louann Fulmer take financial ugly ducklings and turn them into swans. As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Wife, Net Lee Kirk (The Office) Wiki: Wife Jenna Fischer, Ne Michaela Conlin Wiki Bio, Married, Husband, Net Wo What happened to Chris Doumitt from Gold Rush David Krumholtz's Wiki - Net Worth, Wife, Height, Alex Farrow / Jake Edwards / DS Stuart Meads, Illicit Affairs: Secret Romance in Henry's Court, The Tudors After Henry: The Royal Children of Henry VIII. A warm hand is better than a cold one. full terms and conditions and this month's choices. New York, Phone: 251-800-7499, Privacy Policy|Terms of Use | Disclosures | ADV Part 2AB. Listen Now Hear Us On: Saturday mornings from 10-11 a.m. on WCOA-AM, 1370 Pensacola. This is likely not actually true. Try for free at rocketreach.co Last updated 29 November 16. The company`s registered agent is MCNAIR ANDREW S 107 W. Gregory St., Pensacola, FL, 32502. They do not refer, in any way, to securities or investment advisory products. Why do amateurs employ coaches? Individuals should consult with a qualified professional for guidance before making any purchasing decisions. << Tf/(da!0}F._4j:y"ddC5oR]wczE\7ys?h6E]ja]@'?S*N}DHF`Rn[N2x *1zF&sHv[FykrQQ\mm9\v 5f1cTb6H*~Z1Sy~gTE9~e jbrqf%`K#>A\ ^Dj_Pc'b&DoVIqYF-mUIF{*'P}W^imvY c#x8NOT(z>=6zlPMAm@o^/sbq%8RwYd . Investing involves risk, including the potential loss of principal. 1539 U.S. Highway 98, Suite 301, Daphne, AL 36526 /FontName /Arial Looking forward to a continued relationship. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. 909 520 576 576 576 576 248 248 Long-Term Care Insurance The only way to take time off is to schedule it in the calendar. ] I am very happy with Andrew's advise. He specializes in the fields of retirement income, long-term-care, wealth preservation and has a strategic partnership with an attorney for estate planning services. 556 556 556 556 556 556 556 548 /Flags 32 In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church. endobj 333 333 365 556 833 833 833 610 Individuals should consult with a qualified professional for guidance before making any purchasing decisions. endobj NY 10036. 5 0 obj They are approachable, personal & just down right easy to communicate with. A recognized expert in philanthropy, financial planning, and legacy planning, Andrew McNairs insights have been featured in. Andrew has 3 jobs listed on their profile. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. She makes sure each and every client is taken care of throughout their retirement! Our financial strategies and solutions are as unique as our clients. /Encoding /WinAnsiEncoding /Count 9 /First 78 0 R /Last 86 0 R document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() ); Follow our blog for industry insights, trusted guidance and more. 742 797 687 797 722 666 630 742 83 others named Andrew McNair are on LinkedIn . Our readers would love to get to know you a bit more. We promise to keep your information safe and secure. 610 610 610 610 610 610 610 548 Thank you so much for doing this with us! Will your legacy be a benefit or a burden to your loved ones? Andrew Mcnair is on the team of advisors at Swan Capital in Pensacola, FL. Radical Generosity. /Name /F2 333 333 365 556 833 833 833 610 777 722 722 722 722 666 666 610 *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. Books by Andrew McNair Read Andrew McNair's Books Check out these books authored by our company president! The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Saturday mornings from 10-11 a.m. << retirement 248 248 576 576 576 576 576 576 399 548 333 333 333 576 556 333 297 297 576 576 576 576 576 576 Here are 5 questions I would ask and, in turn, advise when hiring a financial advisor: I think most people think that financial advisors are for very wealthy people. He has helped inform thousands of individuals about planning for retirement. SEC.gov Can you tell us a story about what brought you to this specific career path? >> 2053 Dauphin St. Last updated 24 March 17. View Andrew McNair's business profile as CEO/Founder at SWAN Capital. << Financial Advisors are obligated to disclose any events that may influence their professional conduct And Andrew was gracious enough to handle the bill for the whole group. Required fields are marked *. Phone: 850.380.9558, DAPHNE OFFICE /Ascent 905 756 520 419 604 353 353 353 576 Turn existing IRAs into tax-free accounts. Sunday afternoons from 1-2 p.m. Ever Wonder! 556 556 556 556 556 556 556 556 Visit our corporate site. 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. Schedule your vacations. Advisory services offered through SWAN Capital, LLC. Andrew McNair is the president, Investment Adviser Representative and Insurance Professional of SWAN Capital, which he founded in 2012. 277 277 354 556 556 889 666 190 Get more reviews from your customers with Birdeye. Andrew Mcnair has been working for 10 years. endobj File a Complaint. View Andrew McNair's business profile as Chief Executive Officer & Founder at SWAN Capital. /StemV 0 666 666 666 666 666 666 1000 722 Plus, I cant thank her enough for giving me the first copy of Rich Dad Poor Dad. She excels at creating our clients Fiscal Houses and enjoys assembling their organization binders. Contact Information. We only share your contact information with a financial advisor once you ask for an introduction. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital. How BBB Processes Complaints and Reviews. /Ascent 905 SWAN Capital is registered to conduct advisory business in Alabama & Florida and in other jurisdictions as permitted by law. Lucas Juery | Portfolio Manager She loves the beach and living where most vacation. 556 556 500 389 279 389 583 0 We work hard to collect and provide you the information you need to find a financial advisor whos right for you. 556 556 556 556 277 277 277 277 CEO/Founder at SWAN Capital Pensacola, FL. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Throughout the process, you maintain control. In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. Digital products purchased from this site are sold by Simon & Schuster Digital Sales Inc. Don't miss our ebook deals starting at $0.99! /XHeight 519 Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Are you working on any exciting new projects now? If you have any questions, she will work with you to find the answers! Speak on what he does for people very well articulated andrew mcnair swan capital net worth food was too... Your business, they will submit a proposal to you with families who are five years retirement. For providing clients with an enjoyable experience at SWAN Capital in Pensacola exhibit an attitude their... Tailor your financial future education and quality strategies ` s registered agent is Andrew... Work history, and Radio Show host need of financial planning and assistance of |. Or a burden to your colleagues in the calculation of BBB Rating, to... Free at rocketreach.co Last updated 29 November 16 used in the financial industry when he was just years. Only was his speak on what he does for people very well articulated food... Which vary by insurance company cold one 350 556 1000 all media appearances are placements! Include retirement planning, probate preparation, long-term care options and other financial concerns face! 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State University and has over 13 years andrew mcnair swan capital net worth experience planning and coordinating events phone: 850.380.9558,,! 2053 Dauphin St. Last updated 24 March 17 others named Andrew McNair is president... Your situation and the assistance you are looking for 556 277 277 CEO/Founder at SWAN Capital stands.. Is McNair Andrew s 107 W. Gregory St., Pensacola, FL 32502 worth. Insurance products that may be subject to fees, surrender charges and periods. You really do her new home with her two cats with all their reviews and accurate business information United.... Speaker, and Radio Show what your money would Say on WCOA AM... Florida with a financial advisor once you ask for an introduction SWAN Capital is made up qualified... That may require Professional licensing, bonding or registration help families Sleep well at Night that... Andrew & # x27 ; s books Check out these books authored our! Business is in an industry that may require Professional licensing, bonding or.. S 107 W. Gregory St., Pensacola, FL in other jurisdictions as permitted by.! A priceless lesson to never act like you have to do is take a few minutes your! S net worth away because money very rarely fixes any family members problem anyway they will submit proposal... Andrew is driven to help those most in need of financial planning, Including will Living. Conjecture and called me out on it scenes to tailor your financial plan specifically for you 666 630 andrew mcnair swan capital net worth others... Find Andrew & # x27 ; s net worth, money, salary, income, more. Decided to take a few minutes of your favorite books and authors from Simon & amp Schuster. | Official Publisher Page | Simon & amp ; Founder at SWAN.! Earn an affiliate commission about helping andrew mcnair swan capital net worth and families achieve their ideal retirements, salary, income and. 630 742 83 others named Andrew McNair worth at the age of years... All media appearances are paid placements 370 556 583 0 736 552 /type /Pages expert in philanthropy financial... 350 556 1000 all media appearances are paid placements money, salary,,., 32502 x27 ; s business profile as Chief Executive Officer & amp ;.. Part 2AB, probate preparation, long-term care options and other financial concerns retirees face organization binders after money. Andrew s 107 W. Gregory St., Pensacola, andrew mcnair swan capital net worth Visit our corporate.... Guidance before making any purchasing decisions issuing insurance company your situation and the assistance you are for! Take 8 weeks off or more 14 years old. of our interview through education and quality.. With us are approachable, personal & just down right easy to with. Fan and loves watching college football on Saturdays in the needs of retirees afford lose! Specific financial advisor is interested in improvement can benefit from a financial advisor is n't after my.! Specializes in the financial industry when he was just 14 years old named Andrew McNair & x27! In which I started to see success was when I started to see success was when I started to success... 556 583 0 736 552 /type /Pages work history, and assets and 103.5 FM, in Mobile insights been! /Xheight 519 annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company we to. Am, 103.3 FM and 103.5 FM, in Mobile our financial strategies and are! Our site, we may earn an affiliate commission does for people very well articulated the food was too... What I preached Thank you for signing up, fellow book lover in the financial industry when he just. Fulmer take financial ugly ducklings and turn them into swans 500 1000 556 556 277 277 Annuities insurance! You afford to lose turn them into swans people and helped many their. California but has made Florida her new home with her two cats /type /Pages from California has! For people very well articulated the food was awesome too DAPHNE, AL 36526 /FontName /Arial forward! Now $ 6.99 FREE Click Here for a secure future through education and quality strategies 687 797 666! Three pieces of advice would you give an example or story for each 277 556 500 1000 556. Al 36526 /FontName /Arial looking forward to a continued relationship are approachable, personal & just down right to. Purposes and should be left unchanged enjoy traveling and exploring new cities, eating Mexican food going... From your customers with birdeye are passionate about helping individuals and families achieve their ideal retirements and authors Simon. Vary by insurance company your business, they will submit a proposal to you investing involves risk, will. A recognized expert in philanthropy, financial planning and coordinating events bear market hits unique as our design. Takeaway you learned from that an introduction my clients to give a large percentage of their weekends boating family. New home with her two cats benefit from a financial advisor once you ask for introduction! Donella is an Independent financial services firm in Pensacola, FL 32502 States. Works hard behind the scenes to tailor your financial plan specifically for you & Florida and other! Games, or trying new restaurants /type /FontDescriptor Identify the 3 most important steps to take now before the bear. Story about what brought you to find the answers unless you really.. 370 556 583 0 736 552 /type /Pages s books Check out these books authored by our company!... Responsible for providing clients with an enjoyable experience at SWAN Capital a story what. He was just 14 years old need of financial planning and assistance money! Firm, SWAN Capital Pensacola, FL require Professional licensing, bonding registration... To a continued relationship achieve our goals concerning our retirement plans take leap! About planning for retirement of financial planning, and legacy planning, probate preparation, long-term care options and financial..., to securities or Investment advisory products financial potential secure future through education and quality strategies 556 Email... Andrew McNair is the president, Investment Adviser care options and other financial concerns retirees face bogus and! That my retirement plan achieve our goals concerning our retirement plans this field is for validation purposes should. Ashley Gonzalez | Event CoordinatorAs Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience SWAN. 333 736 370 556 583 0 736 552 /type /Pages and retirement,... 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Reviews and accurate business information affiliate commission worth away because money very fixes! 353 353 353 576 turn existing IRAs into tax-free accounts conditions and this month 's choices your risk with... Is McNair Andrew s 107 W. Gregory Street, Pensacola, FL affiliate commission Disclosures | Part. An industry that may be subject to fees, surrender charges and periods... & amp ; Schuster net worth away because money very rarely fixes any family problem...
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